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1315 results found

  1. have supplier inv reference picked up in hubdoc and posted through to xero so xero can show in supplier reconciliations . so supplier canrecognise our ledger . also avoid hours trying to cross refer supplier invoice reference queries to the associated hubdoc unless obvious by date

    8 votes

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     ·  0 comments  ·  Hubdoc  ·  Admin →
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  2. When sending remittances we need to be able to set brand theme to standard as a default. Not have to change it every time from unbranded to standard.

    I can't create a new remittance default that includes our logo.

    4 votes

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  3. We need more flexibility in depreciation schedules to add Second Hand Capital Works Assets for rental properties.
    When you buy a second hand rental property, the capital allowances available under Div 43 needs to be calculated on the original cost, however, the total amount remaining to be claimed will be less than this original amount. Fixed Assets in Xero does not currently allow for this. We need to calculate the depreciation on a straight line basis based on the original cost, not what we paid for it and we need to be able to include an opening written down value,…

    3 votes

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    1 comment  ·  Xero Tax  ·  Admin →
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  4. Can we have the ability to search for a transaction , by amount , payee or description across all bank accounts. Rather than having to go into each bank account and sort dates etc and than search. Having the option to choose all bank accounts, rather than an individual bank account would be awesome.

    179 votes

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    Hi team, I wanted to share that the recent updates for the Reconcile page have now been released to all users. This includes a search bar at the top of the page and includes filters for date range and amount. This provides the ability to look up criteria of your statement lines and narrow down your search. 

    You'll also find you can now view more statement lines per page, with up to 50 at a time - You'll find more on this and other updates shared on our blog. 

    We appreciate the ask on this idea is a search across all statement lines, across all bank accounts. I want to confirm this is not something we have plans for developing at this stage, and I'll move this idea back to 'submitted' so we can continue to track and update you if there is any progress of this, here. 

  5. It would be great if clients can only see admin email (standard practice email) as a sender rather than staff emails as a sender. Example Invoice reply to standard organisation email rather than individual staff emails.

    2 votes

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    2 comments  ·  Xero HQ  ·  Admin →
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  6. I've been using Xero Workpapers now for 7 years. While I find it efficient and effective, there is certainly room for minor improvements.

    Yet, despite this list of product ideas from users, it appears that Xero hasn't actually made any changes to this product in the entire time that I have used it. Of the 91 product ideas, only 5 have been marked as 'delivered', 3 of which are not specific to Xero Workpapers, 1 was pointing out a feature that has always been there and the last was resulting from the removal of the old xero reporting (not really…

    4 votes

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    0 comments  ·  Workpapers  ·  Admin →
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  7. It would be great to be able to preview returns on screen rather than having to export to PDF.

    3 votes

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    2 comments  ·  Xero Tax  ·  Admin →
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  8. Once a bank authority form is uploaded, it should tell you whether it is being processed or there are errors with the forms on the page. Currently there is no feedback mechanism until days or weeks later via email.

    2 votes

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    1 comment  ·  Xero HQ  ·  Admin →
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  9. Partner Plan Keep GST Cashbook

    3 votes

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    0 comments  ·  Xero HQ  ·  Admin →
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  10. There needs to be functionality to have multiple trusts or superfunds with the same name i.e. Smith Family Trust or Brown Family Superannuation Fund, as ATO does no require these to be unique, without causing issue with invoices in Blue Xero or having to change the name in XPM to differentiate and have to change the name again each time you lodge. Same name trusts and superfunds is not uncommon.

    3 votes

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  11. Sometimes we enter a receive money as spend money in error. It would be nice if you could "recode" it or toggle it back and forth.

    4 votes

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    0 comments  ·  Xero HQ  ·  Admin →
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  12. Xero fixed assets need the ability to make adjustments to the costbase. Sometimes there are partial sales or additions to existing assets and cant do an adjustment to the asset, have to create entirely new asset or sell and redo new asset. This makes some calculations hard as the depreciation schedule doesnt show disposals correctly either.

    4 votes

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    0 comments  ·  Xero HQ  ·  Admin →
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  13. ON THE BANK REC IT SHOULD BE SET TO DEFAULT AS OVERPAYMENT TO SAVE TIME

    2 votes

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    1 comment  ·  Admin →
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  14. Please link the phone numbers in XPM so that when they are clicked they open up our VOIP phone system like it does in Google or many other programs.

    This would save a lot of time and wrong number calls.

    3 votes

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  15. PayPal transactions should be excluded from 1099 reports but they are currently included.

    7 votes

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     ·  0 comments  ·  Admin →
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  16. Allow users with "Cashbook Client" level permissions to access the 1099 Report

    4 votes

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    0 comments  ·  Xero Tax  ·  Admin →
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  17. Auto journaling corp tax and locking the accounts after the accoounts have been filed through Xero

    4 votes

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  18. Merge contacts (not clients) in XPM? I seem to have lots of duplicates but I don't want to just delete the ones with no jobs/invoices attached to them incase they are linked elsewhere. Is there a way to merge them? All the searches I have done only talk abut merging clients.

    53 votes

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  19. Would it be possible to be able to have the ability to add comments or a signature to an invoice to allow the user / approver to see that an invoice has been approved or where it is required to be coded?

    This could be at the Hubdoc or Xero stage of the process.

    The comments may also reference particular details around the what the invoice actually relates to. ie. new engine for a truck. A comment would allow you to make note of what truck and the rego number.

    2 votes

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    1 comment  ·  Hubdoc  ·  Admin →
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  20. Timesheet view and function similar to outlook calendar. Where it shows your timesheet entries like meetings on your calendar.

    1. It would be quick and easy to identify gaps you are missing
    2. Being able to drag them to extend or reduce entries
    3. Being able to copy and paste an entry. Make for faster input.
    23 votes

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